AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1951 Axium Infrastructure Us Inc. CRD 168164 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 8 8 17 03/30/2026 ☆
1952 N CRD 111168 Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.8B 7 7 13 06/03/2025 ☆
1953 Saluda Grade Asset Management Llc CRD 304725 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 15 17 51 06/22/2026 ☆
1954 Mirae Asset Global Investments (Usa) Llc CRD 147548 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 45 45 25 05/06/2026 ☆
1955 Millstreet Capital Management Llc CRD 161566 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 2 3 14 03/30/2026 ☆
1956 Mayflower Financial Advisors, Llc CRD 307857 Boston, MA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.8B 1,225 2,924 33 05/26/2026 ☆
1957 Sym Financial Corporation CRD 107517 Winona Lake, IN Wealth Manager · Mid-sized ($1B–$10B) $5.8B 1,959 6,673 84 03/31/2026 ☆
1958 Prospect Ridge Advisors, Llc CRD 299594 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 30 30 44 03/31/2026 ☆
1959 Fairmount Funds Management Llc CRD 284844 West Conshohocken, PA Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 4 4 30 07/31/2026 ☆
1960 Aetos Alternatives Management, L.P. CRD 116761 New York, NY Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.8B 104 107 19 03/25/2026 ☆
1961 Stepstone Group Private Debt Llc CRD 323711 La Jolla, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 9 9 0 06/29/2026 ☆
1962 Trium Capital Llp CRD 306112 London Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 31 31 70 03/30/2026 ☆
1963 Chenavari Credit Partners Llp CRD 158713 London Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 28 28 43 03/31/2026 ☆
1964 Moss Adams Wealth Advisors Llc CRD 108917 Bellevue, WA Wealth Manager · Mid-sized ($1B–$10B) $5.8B 1,246 4,790 59 05/28/2026 ☆
1965 N CRD 335337 Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 7 7 5 06/03/2026 ☆
1966 Buckhead Capital Management, Llc CRD 110707 Atlanta, GA Investment Adviser · Mid-sized ($1B–$10B) $5.8B 203 365 13 03/31/2026 ☆
1967 Obra Capital Management, Llc. CRD 155231 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 64 64 132 04/30/2026 ☆
1968 Solamere Capital, Llc CRD 156902 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 29 29 12 07/07/2026 ☆
1969 Lasalle St. Investment Advisors, L.L.C. CRD 109701 Elmhurst, IL Wealth Manager · Mid-sized ($1B–$10B) $5.7B 14,284 14,284 155 07/29/2026 ☆
1970 Oasis Investment Strategies Llc CRD 152957 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $5.7B 4 4 10 03/31/2026 ☆
1971 Becker Capital Management Inc CRD 110489 Portland, OR Wealth Manager · Mid-sized ($1B–$10B) $5.7B 841 2,085 42 03/31/2026 ☆
1972 Dalton Investments, Inc. CRD 308609 El Segundo, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 40 40 46 03/30/2026 ☆
1973 Leadenhall Capital Partners Llp CRD 282820 London Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 20 20 35 03/25/2026 ☆
1974 Longpoint Partners Lp CRD 283800 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 11 11 35 03/31/2026 ☆
1975 Acadian Asset Management (Australia) Limited CRD 322795 Sydney , Nsw Investment Adviser · Mid-sized ($1B–$10B) $5.7B 13 13 19 03/27/2026 ☆
1976 Wedbush Securities Inc. CRD 877 Pasadena, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $5.7B 10,048 10,048 897 04/16/2026 ☆
1977 Gladstone Institutional Advisory Llc CRD 250787 Palm Beach Gardens, FL Wealth Manager · Mid-sized ($1B–$10B) $5.7B 8,385 18,794 186 06/23/2026 ☆
1978 Dynamic Beta Investments Llc CRD 164972 Greenwich, CT Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.7B 7 7 7 03/27/2026 ☆
1979 N CRD 314889 Wealth Manager · Mid-sized ($1B–$10B) $5.7B 1,504 2,768 14 05/28/2025 ☆
1980 Cortland Investment Management, Llc CRD 299369 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 8 8 91 03/31/2026 ☆
1981 Metis Global Partners, Llc CRD 167276 San Diego, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 18 23 11 05/13/2026 ☆
1982 Klingman And Associates, Llc CRD 125618 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $5.7B 709 3,532 25 05/01/2026 ☆
1983 Altarock Partners Lp CRD 161005 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 2 2 7 04/24/2026 ☆
1984 Tfo Wealth Partners, Llc CRD 124407 Maumee, OH Wealth Manager · Mid-sized ($1B–$10B) $5.7B 1,986 5,341 67 04/24/2026 ☆
1985 Gallatin Point Capital Llc CRD 287716 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 44 44 23 07/23/2026 ☆
1986 N CRD 287758 Multi-Family Office · Mid-sized ($1B–$10B) $5.6B 340 340 34 05/19/2025 ☆
1987 Sepio Capital, Lp CRD 285645 Salt Lake City, UT Multi-Family Office · Mid-sized ($1B–$10B) $5.6B 295 374 31 04/27/2026 ☆
1988 Debussy Capital Management Lp CRD 160150 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $5.6B 2,461 9,855 68 07/21/2026 ☆
1989 Brave Warrior Advisors, Llc CRD 108894 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $5.6B 116 288 6 04/06/2026 ☆
1990 Dynamic Advisor Solutions Llc CRD 151367 Phoenix, AZ Wealth Manager · Mid-sized ($1B–$10B) $5.6B 5,634 15,179 130 07/16/2026 ☆
1991 Dunham & Associates Investment Counsel, Inc. CRD 13162 San Diego, CA Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $5.6B 13,155 13,155 43 07/15/2026 ☆
1992 Alesco Advisors, Llc, An Esl Company CRD 339091 Pittsford, NY Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $5.6B 639 1,777 26 04/20/2026 ☆
1993 Donald Smith & Co., Inc. CRD 104947 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.6B 22 33 11 03/19/2026 ☆
1994 Geneva Capital Management Llc CRD 105432 Milwaukee, WI Investment Adviser · Mid-sized ($1B–$10B) $5.6B 4,049 4,049 20 03/25/2026 ☆
1995 Pentegra Investors, Inc. CRD 111503 Shelton, CT Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.6B 250 250 13 05/22/2026 ☆
1996 Allegheny Financial Group CRD 104690 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $5.6B 3,971 14,030 103 05/15/2026 ☆
1997 Planpilot, Llc CRD 160319 Chicago, IL Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.6B 172 29 15 02/10/2026 ☆
1998 Stratos Wealth Advisors Llc CRD 283816 Beachwood, OH Wealth Manager · Mid-sized ($1B–$10B) $5.6B 5,023 12,896 170 07/15/2026 ☆
1999 Sullivan Realty Capital, Llc CRD 158988 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.6B 10 10 76 03/31/2026 ☆
2000 Antarctica Investment Advisors, Llc CRD 284659 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.6B 36 36 32 06/10/2026 ☆